SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,368 | -4.6% | 5,603 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $257,084 | +6.8% | 5,602 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $240,791 | +3.4% | 5,480 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $232,854 | +8.3% | 5,479 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $215,000 | -2.7% | 5,572 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $221,000 | -16.0% | 5,570 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $263,000 | -5.1% | 5,568 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | +7.8% | 5,567 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $257,000 | -2.3% | 5,566 | +0.0% | 0.00% | -25.0% |
| Q2 2021 | $263,000 | +3.5% | 5,565 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +12.4% | 5,559 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $226,000 | +10.8% | 5,603 | -0.3% | 0.00% | 0.0% |
| Q4 2019 | $204,000 | -10.5% | 5,618 | -16.5% | 0.00% | -20.0% |
| Q3 2019 | $228,000 | 0.0% | 6,729 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $228,000 | +1.8% | 6,722 | +0.1% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | – | 6,716 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |